Digify + Intercom

Digify + Intercom integrations

Add Digify document viewers to Intercom as leads

When you attract your leads with your Digify documents, make sure to take immediate action on those leads. Use this Zapier integration to automatically add leads from Digify document viewer to Intercom as leads. Once the leads are in Intercom, you can communicate with them right away.

When this happens...
New File View for Sent FilesTriggered when your sent file is viewed in Document Security
TriggerInstant
automatically do this!
Create/Update LeadCreate or update an Intercom lead. If an ID is provided, the lead will be updated.
ActionWrite

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More things you can do with Digify and Intercom

Discover other triggers and actions you can use with Digify and Intercom

- Data Room
  Required
Trigger
Instant
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- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
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New File Download for Sent Files
Triggered when your sent file is downloaded in Document Security
Trigger
Instant
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New File View for Sent Files
Triggered when your sent file is viewed in Document Security
Trigger
Instant
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- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- File Name
  Required
- File URL
  Required
- Send Email Notifications to Guests
Action
Write

- File
  Required
- Recipient Email
  Required
Action
Write
- Data Room Name
  Required
- Access
  Required
- Additional Email Verification
- Default Guest Permission
- Terms of Access
- Data Room Expiry
- Watermark
- Screen Shield
- New File Notifications
- File Index
- Hide Guest List
Action
Write

- Data Room
  Required
- Guest Email
  Required
Action
Write
- File/Folder
  Required
Action
Write
- File Name
  Required
- File
  Required
- Access
- Download Permission
- Watermark
- Screen Shield
- Expiry
- Term of Access
Action
Write
- File/Folder
  Required
- Guest Group
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write
Lead Added Email
Triggers when a Lead enters an email address.
Trigger
Instant
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New Lead
Triggers when a new Lead is created.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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New AI Summary
Triggers when an AI-generated summary is created for a conversation in Intercom.
Trigger
Instant
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New Company
Triggers when a new Company is created.
Trigger
Instant
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New Ticket
Triggers when a new Ticket is created in Intercom.
Trigger
Instant
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- Tag
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated in Intercom.
Trigger
Instant
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- Which Tag?
Trigger
Instant
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- Email
  Required
- Note Text
  Required
Action
Write
- Title
  Required
- Description
- Body
- Author
  Required
- State
- Parent Collection
Action
Write
- Event name
  Required
- Created at
- Contact identifier type
  Required
- Metadata
Action
Write
- Ticket type
  Required
- Contact ID
  Required
- Company ID
Action
Write
- Conversation ID
  Required
- Reply Type
  Required
- Reply Body
  Required
- Attachments
Action
Write
- From
  Required
- To
  Required
- Message Type
  Required
- Body
  Required
- Subject
- Template
- Create Conversation Without Contact Reply?
Action
Write
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Write
- Lookup Email
  Required
- Full Name
- User ID
- Company ID
- Unsubscribed From Emails
- Phone Number
- Created At
- IP Address
- Custom Attributes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Field
  Required
- Match Type
  Required
- Conversation Status
- Updated After
- Updated Before
Action
Search
- Search Field
  Required
- Match Type
  Required
- Ticket State
- Updated After
- Updated Before
Action
Search
- Conversation ID
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
- Lead ID
- Full Name
- Email
- Phone Number
- Unsubscribed From Emails
- Created At
- IP Address
- Custom Attributes
Action
Search or write

- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
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- Data Room
  Required
- Search File by Keyword
- File
  Required
Trigger
Instant
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New File Print for Sent Files
Triggered when your sent file is printed in Document Security
Trigger
Instant
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- Data Room
  Required
- Guest Group
  Required
- Guest Email
  Required
Action
Write
- Data Room
  Required
- Search Parent Folder by Keyword
- Parent Folder
- New Folder Name
  Required
Action
Write
- Data Room
  Required
- Guest Email
  Required
- Permission
- Guest Access Expiry
Action
Write
- Data Room
  Required
- Guest Group Name
  Required
- Permission
  Required
- Group Access Expiry
Action
Write
- File GUID
  Required
Action
Write
- Data Room
  Required
- Search File by Keyword
- File to be Replaced
  Required
- File URL
  Required
- Full File Name
  Required
- Comments of New File Version
- Send Email Notification to Guests
Action
Write
- Data Room
  Required
- Select Group
  Required
- New Guest Group Name
  Required
- New Group Permission
  Required
- New Group Expiry Date
Action
Write
- File/Folder
  Required
- Guest Email
  Required
- Permission
  Required
- Screen Shield
- Apply to Nested Items
Action
Write
Lead Converted to User
Triggers when a lead converts to a user.
Trigger
Instant
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Contact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Trigger
Instant
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New Conversation Rating
Triggers when a conversation receives a rating.
Trigger
Instant
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- Message body format
Trigger
Instant
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New Conversation
Triggers when a new Conversation is created by a User in Intercom.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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- Updates
  Required
- Update sample
Trigger
Instant
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New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Trigger
Instant
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- Contact identifier type
  Required
- Tag selection method
Action
Write
- Contact Type
  Required
- Message Body
  Required
Action
Write
- User Association Note
- Company
  Required
- Warning
- Name
- Website
- Size
- Monthly Revenue
- Plan
- Industry
- Custom Attributes
Action
Write
- Contact identifier type
  Required
- Tag
  Required
Action
Write
- Contact Identifier
- Message Body
  Required
Action
Write
- Company
  Required
- Tag Name
  Required
- Untag?
Action
Write
- Ticket
  Required
- Title
- Description
- State
- Is Open
- Snoozed Until
- Assigned Admin
Action
Write
- Email
  Required
- Custom Attributes
- Created At
- User ID
- Full Name
- IP Address
Action
Write
- Search Mode
- Search Value
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
  Required
- Search Value
  Required
Action
Search
- Search Mode
- Search Value
- User Association Note
- Company Name
  Required
- Plan
- Size
- Website
- Industry
- Custom Attributes
- Monthly Revenue
Action
Search or write

About Digify

Digify is a document security platform for businesses to share, manage and track confidential documents.

HelpHelp

Related categories

Documents

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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Send Digify view events to Intercom as events

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Send Digify view events to Intercom as events